Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,816 | $150,447+106.6% | $136,298+128.0% | $147,586+110.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.58% | 1049.15%-1032.6pp | 5156.27%-5139.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $14,798 | $5,256+181.5% | $4,696+215.1% | $4,876+203.5% |
| Participant deferral / active EE | $7,965 | $6,631+20.1% | $6,247+27.5% | $5,439+46.5% |
| Admin fee / account holder | $2,092 | $10,906-80.8% | $9,244-77.4% | $10,886-80.8% |